Info

Create a new user and enter personal data (name, department, detail).

Info

How can I create a new user?

How can I change the login data?

What do the site access rights mean?

You can use the "New user" button to create a new user for your in the tab "Administration → User management". By creating new users, you can grant several persons access to . This has the advantage of allowing you to assign areas of responsibility and view activities by every user in the application.

Creating a new user

Documentation > Creating a new user > Abb. Neuen Benutzer anlegen.png

"Set up new user profile" button

Proceed as follows to create a new user:

1. Click on the "Set up new user profile" button.

→ The "Detailed view of user" appears.

Documentation > Creating a new user > Abb. Detailansicht Benutzer.png

Access data
Personal data
Localisation data
Site access rights that are enabled for the user
"Create user" button

You cannot change the user name after creating the user. The user name can only be changed by

for security reasons.

You cannot enter a password for the new user. The new user will be automatically sent the password valid for use with their access data. You can change the password in the user management once the user has been created. Make sure that you change the password before handing over the access data. Otherwise, your password may be passed on to unauthorised persons.

You have the option of creating "inactive" new users. This has the advantage of allowing you, for example, to have access rights ready for future new employees.

2. Enter the user name and select a status.

3. Enter the personal data.

Documentation > Creating a new user > Abb. Lokalisierungsdaten.png

Operations can only be displayed and created with the correct time data as long as you have selected the right time zone for the user.

The selection made under "Culture" affects both the language that is shown to the user in , and the date and decimal format, this being, for example, the date as DD.MM.YYYY or MM/DD/YYYY, as well as the thousands and decimals separators used.

4. Select the localisation data.

5. Select the site access rights. A description of the site access rights can be found in the table below.

When you activate a higher-level site access right (indicated in bold type), the corresponding lower-level site access rights are shown. All lower-level site access rights are shown in Fig. Site access rights.

Documentation > Creating a new user > Abb. Seitenrechte.png

View operations
Change operations
Terminal
Batch files
Fraud prevention
Dashboard
Administration

Functions that are flagged as "optional" within might not be enabled within you are using. will be happy to enable these functions for you when necessary.

"View operations" site access right	Description
View operations	Enable the tab "View operations"
Operations	Enable the tab "View operations → Operations"
Data export	Enable the tab "View operations → Data export"
Terminal only operations	The user only sees the operations in that were created using the tab "Create operations" (optional)
Statistics	Enable the tab "View operations → Statistics"
Detailed view of an operation	Enable the detailed view of operations. You can access information about customer and operation data, and perform additional actions in the detailed view.
Subscriptions	Enable the tab "Create processes → Subscriptions"
Reconciliation	Enable the tab "View operations → Reconciliation"
Detailed view of subscription	Enable the detailed view of subscriptions. You can access information about customer and operation data in the detailed view.

"Change operations" site access rights	Description
Change operations	Enable editing of operations using the detailed view of operations
Execute captures	Enable the "Execute captures" action in the detailed view of operations
Create subscriptions	Enable the "Create subscriptions" action in the detailed view of operations
Execute reversals	Enable the "Execute reversals" action in the detailed view of operations
Change subscriptions	Enable the "Change subscriptions" action in the detailed view of operations and of subscriptions
Execute credits	Enable the "Execute credit" action in the detailed view of operations
Delete personal data	Enable the "Delete personal data" action in the detailed view of operations

"Terminal" site access rights	Description
Terminal	Enable the tab "Create operations" (optional)
Card terminal	Enable the tab "Create operations → Card terminal
Direct debit terminal	Enable the tab "Create operations → Direct debit terminal"

"Batch files" site access rights	Description
Batch files	Enable uploads and downloads of "batch files"
Settlement files	Enable the tab "View operations → Settlement files"
Batch files	Enable the tab "Create processes → Batch files"

"Fraud prevention" site access rights	Description
Fraud prevention	Enable the tab "Fraud prevention" (optional)
Black list	Enable the tab "Fraud prevention → Black list"
White List SecurePay	Enable the tab "Fraud prevention → White List SecurePay"
Black List SecurePay	Enable the tab "Fraud prevention → Black List SecurePay"
Create white list entries	Enable the creation of entries in the white list
Create black list entries	Enable the creation of entries in the black list
Change white list	Enable changes to entries in the white list
Change black list	Enable changes to entries in the black list
Detailed view of a list entry	Enable the opening of the detailed view of a list entry in the black list and white list
White list	Enable the tab "Fraud prevention → White list"
Detailed view of SecurePay	Enable the opening of the detailed view of a list entry in the SecurePay black list and white list

"Dashboard" site access right	Description
Dashboard	Enable the tab "Dashboard" (optional)
Dashboard	Enable the "Dashboard"

"Administration" site access rights	Description
Administration	Enable the tab "Administration" (optional)
User management	Enable the tab "Administration → User management" (optional)
User log	Enable the tab "Administration → User log" (optional)

6. Click on the "Create user" button.

→ verifies the values entered. If the values are invalid, a message showing the reason why will appear in red. If the values are valid, the user is created.

Creating a new user

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